Course · 5 chapters
Sales Pipeline con Cowork
Run your sales pipeline with Claude Cowork: log call summaries to your CRM, run weekly reviews, and build weighted forecasts. 5 chapters, practitioner level, for sales pros.
What you'll be able to do
- Log call summaries straight to your CRM
- Run weekly pipeline reviews with Cowork
- Catch stale deals before they slip
- Build live pipeline dashboards from CRM data
- Generate weighted revenue forecasts
- Research accounts with Chrome and Cowork
What's inside
- 1Sales con Cowork: inizia qui
Un orientamento lungo la scala del ciclo di vita del deal — riepilogo chiamate, revisione pipeline, previsione ponderata e prospecting con Chrome in un'unica pagina.
- 2Riepilogo chiamate e registrazione su CRM
Il workflow Cowork per le vendite, dal primo giorno: ogni chiamata si chiude con un riepilogo strutturato, una lista di azioni con responsabili e un'attività registrata sul deal giusto del CRM.
- 3Revisione e pulizia della pipeline
Il lavoro RevOps del lunedì mattina che divorava un'ora di tabelle Excel — ora in dieci minuti con /pipeline-review, che consegna un dashboard Live Artifact prima dello standup.
- 4Previsione ponderata
Entra nella forecast call del venerdì con numeri best/likely/worst difendibili — generati on-demand dai dati CRM live — invece della sensazione a pelle che improvvisi da anni.
- 5Prospecting con Chrome + Cowork
Il workflow conclusivo del percorso vendite — Claude in Chrome raccoglie da LinkedIn e dai siti target, Cowork costruisce il brief di ricerca account, lo registra nel CRM e redige la sequenza outreach.
Frequently asked questions
- What will I learn in this Claude Cowork sales course?
- You learn to run a sales workflow with Claude Cowork and the Anthropic Sales plugin: logging structured call summaries to your CRM, running weekly pipeline reviews, building weighted forecasts, and pairing Chrome with Cowork for account research and outreach. It works with both Salesforce and HubSpot.
- Who is this Claude Cowork sales course for?
- It is for sales professionals, account executives, and sales managers who use Salesforce or HubSpot and want to automate pipeline hygiene, forecasting, and prospecting with Claude Cowork. It is set at a practitioner level for people already working deals.
- Do I need coding experience to take this course?
- No coding is required. The course runs through Cowork commands like /pipeline-review and /forecast plus a Chrome pairing, all driven with plain prompts against your existing CRM data.
- How long is the course and is there a certificate?
- It is about 1.5 hours across 5 chapters. On completion you earn an AI Academy by Anthropos certificate.
- Is this Claude Cowork sales course free?
- No, it is a paid course included with an AI Academy by Anthropos subscription.
Earn a certificate
Complete all chapters to receive your certificate of completion.